Financial broker dealer, Sigma Financial, used DocuWare to reduce document processing time from two days to a few hours, reducing costs by $120,000 annually and improving customer service, because issues and questions are now addressed immediately. DocuWare’s technology helps Sigma provide award winning, personalized, yet extremely efficient service to its clients.

Sigma Financial, headquartered in Ann Arbor, Michigan, is a premier full service financial broker dealer. Established in 1983, Sigma’s corporate office employs 90 people and through a joint venture with Midland National Life Insurance they boast a network of over 1400 independent representatives located in 48 states. Sigma sells a broad assortment of financial products ranging from traditional brokerage accounts to financial planning services to disability insurance.

Sigma positions itself as a “family” or personalized broker dealer. In a world of automated phone attendants, Sigma still has live receptionists answering the phones and directing calls in a friendly manner. The company has won the Broker Dealer of the Year Award from the Investment Advisor Fax Poll in seven of the last ten years.